See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,959 | $67,606+53.8% | $82,313+26.3% | $70,131+48.2% |
| Participation rate | 69.2% | 72.8%-3.5pp | 76.9%-7.7pp | 69.5%-0.3pp |
| Annual return | 17.60% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $2,749 | $1,755+56.7% | $2,428+13.2% | $2,342+17.4% |
| Participant deferral / active EE | $6,508 | $2,987+117.9% | $3,706+75.6% | $3,332+95.3% |
| Admin fee / account holder | $671 | $4,512-85.1% | $5,608-88.0% | $4,645-85.5% |